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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $524,058 | $138,078+279.5% | $125,363+318.0% | $134,509+289.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.77% | 750.49%-762.3pp | 572.15%-583.9pp | 418.13%-429.9pp |
| Employer contribution / active EE | $5,298 | $5,245+1.0% | $4,815+10.0% | $4,741+11.8% |
| Participant deferral / active EE | $12,854 | $7,800+64.8% | $7,447+72.6% | $6,400+100.8% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |